Courses
Sales & Practice Management Skills
Business principles are broken into two main areas of opportunity: retain and expand current client relationships and create and capitalize on new opportunities. Participants learn to effectively convey their business philosophies and standards.
Topics
- Defining a book of business by client niche
- Identifying and working with Centers of Influence
- Develop and articulate a personal branding message
- Craft skillful conversations focused on an advisory practice model
- During this portion of the CWS program participants spend 26 weeks of structured learning focused on the 13 Wealth Management Issues most important to today’s High Net Worth client. Studies include both technical proficiency and controversial skills.
- Investment Planning
- Risk Management & Insurance Planning
- Banking & Credit Management
- Retirement Planning
- Executive Compensation
- Business Succession Planning
- Protection Strategies: Planning for Incapacity, Titling & Beneficiary Designations, Executor & Trustee Selection
- Education Planning
- Charitable Giving
- Distribution of Estate
- Tax Planning
Related Courses
Trust Conversations for Growth
Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.
Fundamentals of Blockchain and Digital Assets
Recent studies reveal that 20% of Americans have engaged in cryptocurrency trading. Advisors, bankers, and trust professionals must understand key terminology and concepts, as well as the implications of crypto transactions and decentralized finance. Without this knowledge, they risk losing credibility with both current and prospective clients.